Q4 2024 · 13F-HR
KIZE CAPITAL LPholdings as filed
Filed 2025-02-13 · accession 0000902664-25-000934
$111.2M
Reported value
7
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 225310101 | CACC | Credit ACCEP CORP MICH | $39.5M | 35.6% | 84,233 | Common | SOLE |
| 16119P108 | CHTR | Charter Communications Inc N | $18.3M | 16.4% | 53,334 | Common | SOLE |
| 110448107 | BTI | British Amern Tob plc | $16.9M | 15.2% | 465,000 | Common | SOLE |
| N00985106 | AER | AerCap Holdings NV | $13.6M | 12.2% | 142,078 | Common | SOLE |
| 03062T105 | CRMT | Americas Car-Mart Inc | $11.0M | 9.93% | 215,472 | Common | SOLE |
| 256677105 | DG | Dollar GEN CORP NEW | $10.6M | 9.54% | 140,000 | Common | SOLE |
| 872590104 | TMUS | T-Mobile US Inc | $1.3M | 1.13% | 5,691 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.